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2,617 hedge funds and large institutions have $170B invested in Verizon in 2019 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 1,194 increasing their positions, 891 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 312 | Existing positions closed: 60

34% more repeat investments, than reductions

Existing positions increased: 1,194 | Existing positions reduced: 891

9% more funds holding

Funds holding: 2,4012,617 (+216)

5% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.37B

2% more capital invested

Capital invested by funds: $166B → $170B (+$4.04B)

0.37% more ownership

Funds ownership: 66.6%66.97% (+0.37%)

15% less funds holding in top 10

Funds holding in top 10: 227192 (-35)

Holders
2,617
Holders Change
+216
Holders Change %
+9%
% of All Funds
51.56%
Holding in Top 10
192
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-15.42%
% of All Funds
3.78%
New
312
Increased
1,194
Reduced
891
Closed
60
Calls
$1.43B
Puts
$1.37B
Net Calls
+$65.3M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
426
Doyle Wealth Management
Florida
$17.6M +$670K +11,100 +4%
KWILP
427
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.5M -$66.7K -1,106 -0.4%
PGFC
428
Peapack-Gladstone Financial Corp
New Jersey
$17.5M -$181K -3,001 -1%
CDH
429
Charles D. Hyman
$17.4M +$388K +6,433 +2%
BCAM
430
Boston Common Asset Management
Massachusetts
$17.3M -$649K -10,762 -4%
TU
431
TDAM USA
Ontario, Canada
$17.3M -$643K -10,654 -4%
FMLI
432
Fukoku Mutual Life Insurance
Japan
$17.3M +$166K +2,760 +1%
MNBTD
433
Moody National Bank Trust Division
Texas
$17.3M +$378K +6,261 +2%
IIM
434
Intact Investment Management
Quebec, Canada
$17.3M +$7.01M +116,300 +70%
DJSG
435
D.J. St. Germain
Massachusetts
$17.3M +$2.59M +42,941 +18%
SWP
436
Stratos Wealth Partners
Ohio
$17.2M +$65.1K +1,080 +0.4%
MC
437
Martin Currie
United Kingdom
$17.1M -$18.2M -300,924 -52%
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$17M +$5.61M +92,935 +50%
BSA
439
Braun Stacey Associates
New York
$16.9M -$264K -4,385 -2%
ACM
440
Advisors Capital Management
New Jersey
$16.7M +$3.9M +64,676 +31%
GFPC
441
Global Financial Private Capital
Florida
$16.7M -$399K -6,617 -2%
SC
442
SouthState Corp
Florida
$16.6M +$650K +10,768 +4%
CBT
443
Capital Bank & Trust
California
$16.6M +$26.4K +437 +0.2%
PP
444
Palladium Partners
Virginia
$16.6M +$10.4M +172,871 +178%
OSIA
445
O'Shares Investment Advisers
Massachusetts
$16.5M +$908K +15,049 +6%
COPPSERS
446
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.4M +$78.2K +1,296 +0.5%
RMA
447
Roffman Miller Associates
Pennsylvania
$16.3M +$164K +2,724 +1%
AUB
448
Atlantic Union Bankshares
Virginia
$16.3M -$1.09K -18 -0%
VC
449
Vestor Capital
Illinois
$16.2M +$3.54M +58,699 +29%
MAM
450
Meeder Asset Management
Ohio
$16.2M -$49.9K -827 -0.3%

VZ Hedge Fund Activity: Q4 2019 in Review

2,617 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2019, worth a combined $170B — up 2.4% from $166B a quarter earlier.

Buyers outnumbered sellers: 312 funds opened new VZ positions and 60 closed out — a net gain of 252 holders — while 1,194 added to existing stakes and 891 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $715M. The largest seller was Bank of America, cutting an estimated $562M.

  • 2,617 institutional investors held Verizon (VZ) as of Q4 2019, up from 2,401 in Q3 2019.
  • Funds reported $170B of Verizon stock for Q4 2019, up 2.4% quarter-over-quarter.
  • 312 funds opened new Verizon positions in Q4 2019 and 60 closed out, a net change of +252 holders.
  • The largest Verizon buyer in Q4 2019 was Parnassus Investments, an estimated $715M added.
  • The largest Verizon seller in Q4 2019 was Bank of America, an estimated $562M sold.

Based on aggregated 13F filings for Q4 2019.